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315 hedge funds and large institutions have $2.34B invested in Avista in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

3% more funds holding

Funds holding: 305315 (+10)

0.77% more ownership

Funds ownership: 85.64%86.41% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.34B → $2.34B (-$4.68M)

96% less call options, than puts

Call options by funds: $1.43M | Put options by funds: $35.8M

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
135
Reduced
73
Closed
32
Calls
$1.43M
Puts
$35.8M
Net Calls
-$34.3M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
301
Rothschild Investment LLC
Illinois
$1.38K +$1.25K +35 +700%
JWA
302
JFS Wealth Advisors
Pennsylvania
$1.35K
PWMG
303
Private Wealth Management Group
New Jersey
$866
CPG
304
Cornerstone Planning Group
New Jersey
$831
HNB
305
Huntington National Bank
Ohio
$830 +$250 +7 +41%
MCM
306
Manchester Capital Management
Vermont
$762
ECM
307
Everence Capital Management
Indiana
$706
AF
308
Advisornet Financial
Minnesota
$588 -$750 -21 -55%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$554 -$36 -1 -6%
HI
310
Horizon Investments
North Carolina
$519 +$536 +15 New
LFG
311
Larson Financial Group
Missouri
$450 +$465 +13 New
SIC
312
SJS Investment Consulting
Ohio
$347
PBK
313
Peoples Bank (Kansas)
Kansas
$346
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$277 +$36 +1 +14%
AWM
315
Abound Wealth Management
Tennessee
$243
SBH
316
Segall Bryant & Hamill
Illinois
-$12.1M -346,695 Closed
APG Asset Management
317
APG Asset Management
Netherlands
-$7.43M -229,000 Closed
Renaissance Technologies
318
Renaissance Technologies
New York
-$4.54M -129,700 Closed
TPSF
319
Texas Permanent School Fund
Texas
-$2.37M -67,712 Closed
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
-$1.84M -44,281 Closed
AIG
321
American International Group
New York
-$1.46M -41,829 Closed
JF
322
Jump Financial
Illinois
-$1.39M -39,593 Closed
EP
323
Edgestream Partners
New Jersey
-$1.09M -30,990 Closed
Boston Partners
324
Boston Partners
Massachusetts
-$870K -24,836 Closed
ACM
325
Aquatic Capital Management
Illinois
-$847K -24,200 Closed

AVA Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2024, worth a combined $2.34B — down 0.2% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AVA positions and 32 closed out — a net gain of 16 holders — while 135 added to existing stakes and 73 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.2M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $26.2M.

  • 315 institutional investors held Avista (AVA) as of Q2 2024, up from 305 in Q1 2024.
  • Funds reported $2.34B of Avista stock for Q2 2024, down 0.2% quarter-over-quarter.
  • 48 funds opened new Avista positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Avista buyer in Q2 2024 was Goldman Sachs, an estimated $11.2M added.
  • The largest Avista seller in Q2 2024 was Hotchkis & Wiley Capital Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2024.